This help article explains how to create and customize a Deal room for your clients using our company finder tool and personalization options.
Important note: A standard Deal room cannot be saved as a template. If you need a reusable Deal room, visit the Content section to create a Deal room template.
Creating a New Deal Room
Click on "Create room" in the top left corner
You'll see our new three-step process:
Search company
Room name
Room collaborators
Step 1: Search Company
Our company finder tool makes it easy to personalize your room for the client:
Type your client's company name in the search field
The tool will automatically suggest company options
Once selected, the company URL and name fields fill in automatically
You'll see a suggested logo for the company
If the suggested logo isn't what you want:
Click "Show other options" to view alternative logo variations
Or use "Upload buyer logotype" to add your own custom logo
Step 2: Add Room Name
Enter a descriptive name for your room (e.g., "T3chflow Ltd. for Spotify")
Choose a name that clearly identifies both your company and the client
Step 3: Add Collaborators
Invite team members who will help you build and manage the room
Select colleagues from the dropdown or add them later in Settings
Setting Up Your Room
After creating your room, you'll be in draft mode where you can:
Customize the Introduction section with engaging text and media
Add content to the default page or create new pages
Configure room settings before publishing
Customizing the Introduction Section
The Introduction section is the first impression your clients will have of your Deal room. Make it count with powerful branding and engaging content:
The client's logo appears automatically in the Introduction section
Add compelling headlines and introductory text to explain the purpose of the room
Include videos or images to create visual impact
Personalize the messaging to address your client's specific needs or pain points
Toggle the logo display on or off based on your design preferences
Learn more: Learn more about creating Introduction sections in our detailed Introduction section guide.
Working with Content
Once your room is created, you'll use the Content section to build your Deal room with your sales content for your client.
Adding Pages and Content
Click on "+ Create page" to add new pages to your room
Build pages from scratch or add content from your library
Each page appears in the navigation tree on the left side
Adding and Managing Sections
Sections help you organize content within a page:
Hover over an existing section and click the "+" icon that appears
Select the type of section you want to add (text, media, columns, etc.)
Customize the new section with your content
Rearrange sections by dragging the handle icon on the left
Access section settings through the three dots menu (...)
Delete a section by selecting "Delete" from the three dots menu
Sections help create visual breaks in your content and make it easier for clients to navigate through your information.
Working with the Content Editor
The content editor gives you powerful tools to create engaging content:
Click "Click to start typing" to begin adding text to any section
Use the formatting toolbar to style your text with headings, bullet points, and more
Add new sections by clicking the "+" button at the bottom of existing sections
Insert media elements like images and videos using the toolbar options
Create structured layouts with columns, cards, and other design elements
Learn more:
How to use the editor
Deal Room Settings
Access your Deal room settings by clicking the settings icon up in the right corner. The settings panel is organized into five tabs:
General Settings
In this tab, you can configure:
Room name and company name: Update these at any time
Value: Set a monetary value for the deal (visible only to you, used for internal statistics)
Reminders: Toggle automatic reminders for participants who haven't visited the room
Set when to send the first reminder (days after invitation)
Set if and when to repeat reminders
Availability Settings
Control who can access your room:
Room access: Choose between:
Allow anyone to access with a universal link
Restrict to only invited participants
Unpublish room: Temporarily make the room unavailable to participants
Unpublished rooms can be re-published from the Unpublished tab
Delete room: Permanently remove the room (cannot be retrieved after deletion)
Functionality Settings
Enable or disable specific features:
Tabs: Toggle visibility of:
Features: Toggle visibility of:
Disabled features will be hidden from both you and participants, but no content will be deleted.
Collaboration Settings
Manage who can work on the room:
Room owner: Change ownership to another team member
Collaborators: Add or remove team members who can edit the room
Company Settings
Update client information:
Search company: Find a different company or update the existing one
Company logo: View or change the current logo
Company URL and name: Update these fields as needed
Upload buyer logotype: Manually upload a custom logo if needed
Adding Participants
Once your room is ready:
Click "Invite" up in the right corner and "Add participants"
Enter email addresses of the people you want to invite
You can send invitations immediately or copy links to share later
Publishing Your Room
When you're satisfied with your room setup:
Click "Publish room" at the top of the screen
Choose how to share with participants:
Send invitation emails to all participants
Copy universal link to share with anyone
Learn more:
Branding: Learn how to customize the look and feel to match your company profile
Updating Your Profile: Add your profile picture and details to look professional in the Deal room
Creating Deal Room Templates: If you want to create reusable Deal rooms, create a template instead